Gift Planning MAXIMIZE YOUR PHILANTHROPIC GOALS

Learn about ways to support UNC Charlotte that work for you and your loved ones.
Take Advantage Of Soaring Charitable Gift Annuity Rates

Charitable Gift Annuity rates have increased for the second time in the last year. Call the Office of Gift Planning or click here to learn more.

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Personal Planner

Bill and Alice started their family business many years ago. The early years were very challenging. Both...

Washington News

The Department of Treasury has announced the activation of the new child IRA accounts also known as...

Savvy Living

I want to leave something meaningful for my family, beyond just money or property. I have heard about...

Finance News

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Gift Planning MAXIMIZE YOUR PHILANTHROPIC GOALS